CNA CORPORATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CNA CORPORATION (EIN 54-1558882)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-04-10
- IRS object ID
- 201801009349300145
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-10T16:01:08-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13TH STREET NW SUITE 1000 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200053005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541558882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CNA CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DONALD DEBUCK | InCareOfNm |
| Business Name Control | CNAC | BusinessNameControlTxt |
| Phone | 7038242000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 WASHINGTON BOULEVARD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD DEBUCK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS L PATTON | PreparerPersonNm |
| PTIN | P00369623 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Preparation | 2018-04-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.188.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 52580220181005000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-04-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9836F21211F783457B1CAAE389E510E1D47B5978 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9836F21211F783457B1CAAE389E510E1D47B5978 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHERINE MCGRADY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 WASHINGTON BOULEVARD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $128,865,022 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CNA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | RESEARCH ORGANIZATION THAT SPECIALIZES IN OBJECTIVE, EMPIRICAL RESEARCH AND ANALYSIS TO HELP DECISION MAKERS DEVELOP POLICIES, MAKE INFORMED DECISIONS, AND MANAGE PROBLEMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 711 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $118,243,179 | PYContributionsGrantsAmt |
| CY Contributions Grants | $122,305,622 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $905,377 | PYInvestmentIncomeAmt |
| CY Investment Income | $644,227 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $119,148,556 | PYTotalRevenueAmt |
| CY Total Revenue | $122,949,849 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $83,484,606 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $87,941,960 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,917,230 | PYOtherExpensesAmt |
| CY Other Expenses | $32,426,304 | CYOtherExpensesAmt |
| PY Total Expenses | $115,401,836 | PYTotalExpensesAmt |
| CY Total Expenses | $120,368,264 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,746,720 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,581,585 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,967,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,277,388 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,887,253 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,228,224 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,080,051 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,049,164 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CNA IS A NON-PROFIT RESEARCH ORGANIZATION THAT OPERATES THE CENTER FOR NAVAL ANALYSES, A FEDERALLY FUNDED RESEARCH CENTER THAT HAS SUPPORTED THE NAVY AND MARINE CORPS FOR NEARLY SEVENTY YEARS, AND THE INSTITUTE FOR PUBLIC RESEARCH THAT PROVIDES SUPPORT TO A BROAD RANGE OF GOVERNMENT CLIENTS IN EDUCATION, HEALTH CARE AND PUBLIC HEALTH, HOMELAND SECURITY, HUMAN CAPITAL MANAGEMENT AND AIR TRAFFIC MANAGEMENT. CNA SPECIALIZES IN OBJECTIVE, EMPIRICAL RESEARCH AND ANALYSIS TO HELP DECISION MAKERS DEVELOP SOUND POLICIES, MAKE BETTER-INFORMED DECISIONS, AND MANAGE PROGRAMS MORE EFFECTIVELY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $29,182,513 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SINCE 1942, THE OPERATIONS EVALUATION GROUP (OEG) HAS ASSIGNED ANALYSTS TO COMMANDERS OF NAVY AND MARINE FORCES (AND MORE RECENTLY JOINT COMMANDS) AROUND THE WORLD TO PROVIDE ON-SITE ANALYSES OF OPERATIONAL ISSUES. ITS RESEARCH IS FOCUSED ON OPERATIONAL ANALYSIS OF TACTICS, SYSTEMS EFFECTIVENESS AND READINESS AND TRAINING IN ORDER TO IMPROVE THE EFFECTIVENESS OF OUR DEPLOYED MILITARY FORCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,579,524 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ADVANCED TECHNOLOGY & SYSTEMS ANALYSIS (ATSA) RESEARCH FOCUSES ON ANALYSES OF WAYS TO IMPROVE FUTURE MATERIAL READINESS FOR THE NAVY, MARINE CORPS, AND OTHER COMPONENTS OF THE DEPARTMENT OF DEFENSE. ANALYSTS ASSESS ALTERNATIVE TECHNICAL AND SYSTEMS APPROACHES TO ADDRESS EMERGING GAPS IN THE CAPABILITIES OF U.S. FORCES, AND ANALYZE THOSE ALTERNATIVES TO ASSESS THEIR COST, PERFORMANCE, AND RISKS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,465,737 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CNA'S RESOURCE ANALYSIS DIVISION (RAD) PROVIDES ANALYTICAL SERVICES TO THE NAVY, MARINES AND OTHER DEPARTMENT OF DEFENSE ACTIVITIES - UTILIZING EMPIRICAL RESEARCH AND MODELING AND SIMULATION TO HELP DEVELOP, EVALUATE, AND IMPLEMENT POLICIES, PRACTICES, AND PROGRAMS THAT IMPROVE THE EFFECTIVENESS AND EFFICIENCY OF THEIR PEOPLE. MAJOR AREAS OF RESEARCH INCLUDE ENERGY AND ENVIRONMENT; MANPOWER MANAGEMENT; ACQUISITION AND COST; INFRASTRUCTURE, AND MILITARY READINESS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,742,687 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER PROGRAMS (SEE SCHEDULE O) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $29,742,687 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $103,970,461 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 241 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 711 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD DEBUCK | PersonNm |
| Phone | 7038242022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 WASHINGTON BOULEVARD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT R BLACKMAN | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $27,000 | $0 | $0 | |||
| WILLIAM R BURKE | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $6,000 | $0 | $0 | |||
| DANIEL A DOMENECH | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $28,000 | $0 | $0 | |||
| MARK E FERGUSON | |||||||||
| TRUSTEE (AS OF 09/17) | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CAROL L GRAHAM | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $29,500 | $0 | $0 | |||
| MAURA A HARTY | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $31,000 | $0 | $0 | |||
| ADAM M ROBINSON | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $27,750 | $0 | $0 | |||
| LAURIE O ROBINSON | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $28,750 | $0 | $0 | |||
| SARAH SEWALL | |||||||||
| TRUSTEE (AS OF 09/17) | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RODERICK K VON LIPSEY | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $27,750 | $0 | $0 | |||
| FREDERICK S BENSON | |||||||||
| TRUSTEE (THRU 09/17) | 3.0 | 0.0 | Yes (X) | $31,000 | $0 | $0 | |||
| ROZANNE L RIDGEWAY | |||||||||
| TRUSTEE (THRU 12/16) | 3.0 | 0.0 | Yes (X) | $43,200 | $0 | $0 | |||
| KATHERINE MCGRADY | |||||||||
| PRESIDENT, CEO & TRUSTEE | 40.0 | 0.0 | Yes (X) | $499,002 | $0 | $85,059 | Yes (X) | ||
| DONALD DEBUCK | |||||||||
| EXECUTIVE VP, CFO, & TREASURER | 40.0 | 0.0 | $358,256 | $0 | $68,326 | Yes (X) | |||
| MARK ROSEN | |||||||||
| GENERAL COUNSEL | 40.0 | 0.0 | $296,592 | $0 | $34,129 | Yes (X) | |||
| TIMOTHY BERES | |||||||||
| EXECUTIVE VP | 40.0 | 0.0 | $326,763 | $0 | $69,124 | Yes (X) | |||
| MARK GEIS | |||||||||
| EXECUTIVE VP | 40.0 | 0.0 | $333,680 | $0 | $52,400 | Yes (X) | |||
| DAVID KAUFMAN | |||||||||
| VP & DIRECTOR | 40.0 | 0.0 | $253,009 | $0 | $67,336 | Yes (X) | |||
| KEITH COSTA | |||||||||
| VP RESEARCH DIVISION | 40.0 | 0.0 | $264,032 | $0 | $47,880 | Yes (X) | |||
| JASON THOMAS | |||||||||
| VP & DIRECTOR | 40.0 | 0.0 | $222,609 | $0 | $70,763 | Yes (X) | |||
| LINDA CAVALLUZZO | |||||||||
| VP & DIRECTOR FFRDC | 40.0 | 0.0 | $232,375 | $0 | $26,744 | Yes (X) | |||
| DAVID VORDICK | |||||||||
| VP & CIO | 40.0 | 0.0 | $268,352 | $0 | $56,186 | Yes (X) | |||
| DAVID FINKELSTEIN | |||||||||
| VP RESEARCH DIVISION | 40.0 | 0.0 | $249,542 | $0 | $75,215 | Yes (X) | |||
| JED SNYDER | |||||||||
| SR. RESEARCH SCIENTIST | 40.0 | 0.0 | $272,242 | $0 | $26,749 | Yes (X) | |||
| PEARL MIHARA | |||||||||
| VP HUMAN RESOURCES | 40.0 | 0.0 | $267,860 | $0 | $28,146 | Yes (X) | |||
| ERIC THOMPSON | |||||||||
| VP & DIRECTOR | 40.0 | 0.0 | $244,507 | $0 | $56,658 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,368,771 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $764,715 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 351 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INNOVATIVE ARCHITECTS | |||||
| 3122 HILL STREET | DULUTH | GA | 30096 | SUBCON ON DIR CNTRCT | $2,371,181 |
| MAGNOLIA CONSULTING LLC | |||||
| 5135 BLENHEIM ROAD | CHARLOTTESVILLE | VA | 22902 | SUBCON ON DIR CNTRCT | $705,233 |
| LEVATION LLC | |||||
| 2024 WHITE OAK DRIVE | MORGANTOWN | WV | 26505 | SUBCON ON DIR CNTRCT | $538,505 |
| INSIGHT POLICY RESEARCH | |||||
| 1901 N MOORE ST STE 1100 | CHARLOTTESVILLE | VA | 22902 | SUBCON ON DIR CNTRCT | $429,662 |
| ALLIED BARTON SECURITY SERVICES | |||||
| 509 E 3RD ST | BLOOMINGTON | IN | 47401 | PROFESSIONAL SVCS | $420,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $122,305,622 | GovernmentGrantsAmt |
| Total Contributions | $122,305,622 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $373,974 | TotalRevenueColumnAmt |
| Exclusion | $373,974 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,182,358 | SecuritiesAmt |
| Other | $3,068 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,881,764 | SecuritiesAmt |
| Other | $33,409 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $300,594 | SecuritiesAmt |
| Other | -$30,341 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $270,253 | TotalRevenueColumnAmt |
| Exclusion | $270,253 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,949,849 | TotalRevenueColumnAmt |
| Exclusion | $644,227 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,706,971 | TotalAmt |
| Program Services | $2,045,977 | ProgramServicesAmt |
| Management And General | $1,660,994 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,824 | TotalAmt |
| Program Services | $236,824 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,811,598 | TotalAmt |
| Program Services | $53,726,727 | ProgramServicesAmt |
| Management And General | $7,084,871 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,808,306 | TotalAmt |
| Program Services | $5,103,640 | ProgramServicesAmt |
| Management And General | $704,666 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,651,701 | TotalAmt |
| Program Services | $11,001,614 | ProgramServicesAmt |
| Management And General | $1,650,087 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,726,560 | TotalAmt |
| Program Services | $4,112,107 | ProgramServicesAmt |
| Management And General | $614,453 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,350 | TotalAmt |
| Management And General | $38,350 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,400 | TotalAmt |
| Management And General | $510,400 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,860 | TotalAmt |
| Management And General | $87,860 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,416,717 | TotalAmt |
| Program Services | $9,897,435 | ProgramServicesAmt |
| Management And General | $519,282 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,378,478 | TotalAmt |
| Program Services | $1,490,673 | ProgramServicesAmt |
| Management And General | $887,805 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,226,272 | TotalAmt |
| Program Services | $1,798,585 | ProgramServicesAmt |
| Management And General | $427,687 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,854,919 | TotalAmt |
| Program Services | $8,749,987 | ProgramServicesAmt |
| Management And General | $1,104,932 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,063,076 | TotalAmt |
| Program Services | $2,926,199 | ProgramServicesAmt |
| Management And General | $136,877 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61 | TotalAmt |
| Management And General | $61 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,854,420 | TotalAmt |
| Program Services | $1,646,898 | ProgramServicesAmt |
| Management And General | $207,522 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RELOCATION | $702,732 | $683,998 | $18,734 |
| TRAINING/DEVELOPMENT | $307,016 | $254,571 | $52,445 |
| EMPLOYMENT EXPENSES | $296,669 | $232,522 | $64,147 |
| OTHER | $689,334 | $62,704 | $626,630 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,368,264 | TotalAmt |
| Program Services | $103,970,461 | ProgramServicesAmt |
| Management And General | $16,397,803 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,858,707 | BOYAmt |
| EOY | $20,224,438 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,166,911 | BOYAmt |
| EOY | $16,043,118 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $789,139 | BOYAmt |
| EOY | $692,298 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,869,770 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,784,360 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,276,089 | BOYAmt |
| EOY | $15,085,410 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,506,655 | BOYAmt |
| EOY | $16,470,131 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,369,803 | BOYAmt |
| EOY | $1,761,993 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,967,304 | BOYAmt |
| EOY | $70,277,388 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,490,385 | BOYAmt |
| EOY | $12,121,072 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,510,396 | BOYAmt |
| EOY | $940,194 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,886,472 | BOYAmt |
| EOY | $7,166,958 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,887,253 | BOYAmt |
| EOY | $20,228,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,080,051 | BOYAmt |
| EOY | $50,049,164 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,080,051 | BOYAmt |
| EOY | $50,049,164 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,967,304 | BOYAmt |
| EOY | $70,277,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,581,585 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $387,528 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,643,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,639,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,757,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,243,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,305,622 | CurrentTaxYearAmt |
| Total | $579,589,426 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,643,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,639,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,757,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,243,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,305,622 | CurrentTaxYearAmt |
| Total | $579,589,426 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $579,589,426 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $429,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $411,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $494,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $373,974 | CurrentTaxYearAmt |
| Total | $2,084,276 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $581,673,702 | TotalSupportAmt |
| Public Support CY170 | 0.99642 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99640 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,643,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,639,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,757,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,243,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,305,622 | CurrentTaxYearAmt |
| Total | $579,589,426 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,643,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,639,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,757,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,243,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,305,622 | CurrentTaxYearAmt |
| Total | $579,589,426 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $579,589,426 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $429,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $411,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $494,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $373,974 | CurrentTaxYearAmt |
| Total | $2,084,276 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $429,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $411,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $494,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $373,974 | CurrentTaxYearAmt |
| Total | $2,084,276 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $117,072,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,050,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,251,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,619,086 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,679,596 | CurrentTaxYearAmt |
| Total | $581,673,702 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99642 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99640 | PublicSupportPY509Pct |
| Investment Income CY | 0.00358 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00360 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,026,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,608,044 | DepreciationAmt |
| Book Value | $9,418,056 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,590,429 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,335,448 | DepreciationAmt |
| Book Value | $1,254,981 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,253,241 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,840,868 | DepreciationAmt |
| Book Value | $4,412,373 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,085,410 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $5,202,292 |
| OTHER LIABILITIES | $1,964,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,166,958 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $123,367,718 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $387,528 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $387,528 | RevenueNotReportedAmt |
| Revenue Subtotal | $122,980,190 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$30,341 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$30,341 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $122,949,849 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $120,398,605 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $30,341 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $30,341 | ExpensesNotReportedAmt |
| Expenses Subtotal | $120,368,264 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $120,368,264 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART XI, LINE 4B: | RECLASS LOSS ON FIXED ASSET DISPOSAL: ($30,341) |
| SCHEDULE D, PART XII, LINE 2D: | RECLASS LOSS ON FIXED ASSET DISPOSAL: $30,341 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 6 | Program Services | ONSITE CLIENT ANALYSIS | $2,123,134 |
| Europe (Including Iceland and Greenland) | 0 | 1 | Program Services | ONSITE CLIENT ANALYSIS | $374,549 |
| Middle East and North Africa | 0 | 1 | Program Services | ONSITE CLIENT ANALYSIS | $586,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 8 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Subtotal Spent | $3,084,026 | SubtotalSpentAmt |
| Total Spent | $3,084,026 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHERINE MCGRADY | ||||||||||||||
| PRESIDENT, CEO & TRUSTEE | $372,163 | $0 | $100,000 | $0 | $26,839 | $0 | $47,150 | $0 | $37,909 | $0 | $584,061 | $0 | $0 | $0 |
| DONALD DEBUCK | ||||||||||||||
| EXECUTIVE VP, CFO, & TREASURER | $262,374 | $0 | $70,000 | $0 | $25,882 | $0 | $41,850 | $0 | $26,476 | $0 | $426,582 | $0 | $0 | $0 |
| MARK ROSEN | ||||||||||||||
| GENERAL COUNSEL | $237,734 | $0 | $33,100 | $0 | $25,758 | $0 | $30,836 | $0 | $3,293 | $0 | $330,721 | $0 | $0 | $0 |
| TIMOTHY BERES | ||||||||||||||
| EXECUTIVE VP | $246,411 | $0 | $60,400 | $0 | $19,952 | $0 | $33,642 | $0 | $35,482 | $0 | $395,887 | $0 | $0 | $0 |
| MARK GEIS | ||||||||||||||
| EXECUTIVE VP | $259,983 | $0 | $46,800 | $0 | $26,897 | $0 | $29,150 | $0 | $23,250 | $0 | $386,080 | $0 | $0 | $0 |
| DAVID KAUFMAN | ||||||||||||||
| VP & DIRECTOR | $209,699 | $0 | $22,700 | $0 | $20,610 | $0 | $32,293 | $0 | $35,043 | $0 | $320,345 | $0 | $0 | $0 |
| KEITH COSTA | ||||||||||||||
| VP RESEARCH DIVISION | $202,191 | $0 | $36,700 | $0 | $25,141 | $0 | $25,950 | $0 | $21,930 | $0 | $311,912 | $0 | $0 | $0 |
| JASON THOMAS | ||||||||||||||
| VP & DIRECTOR | $202,309 | $0 | $850 | $0 | $19,450 | $0 | $40,085 | $0 | $30,678 | $0 | $293,372 | $0 | $0 | $0 |
| LINDA CAVALLUZZO | ||||||||||||||
| VP & DIRECTOR FFRDC | $212,337 | $0 | $0 | $0 | $20,038 | $0 | $25,463 | $0 | $1,281 | $0 | $259,119 | $0 | $0 | $0 |
| DAVID VORDICK | ||||||||||||||
| VP & CIO | $215,820 | $0 | $35,200 | $0 | $17,332 | $0 | $22,265 | $0 | $33,921 | $0 | $324,538 | $0 | $0 | $0 |
| DAVID FINKELSTEIN | ||||||||||||||
| VP RESEARCH DIVISION | $187,855 | $0 | $36,100 | $0 | $25,587 | $0 | $42,174 | $0 | $33,041 | $0 | $324,757 | $0 | $0 | $0 |
| JED SNYDER | ||||||||||||||
| SR. RESEARCH SCIENTIST | $178,257 | $0 | $18,850 | $0 | $75,135 | $0 | $17,295 | $0 | $9,454 | $0 | $298,991 | $0 | $0 | $0 |
| PEARL MIHARA | ||||||||||||||
| VP HUMAN RESOURCES | $218,192 | $0 | $35,000 | $0 | $14,668 | $0 | $21,410 | $0 | $6,736 | $0 | $296,006 | $0 | $0 | $0 |
| ERIC THOMPSON | ||||||||||||||
| VP & DIRECTOR | $194,518 | $0 | $30,500 | $0 | $19,489 | $0 | $22,255 | $0 | $34,403 | $0 | $301,165 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1: | TRAVEL FOR BUSINESS PURPOSES IS LIMITED TO ECONOMY CLASS FOR ALL MODES OF TRANSPORTATION. FIRST-CLASS TRAVEL MAY BE GRANTED TO ANY EMPLOYEE WHEN ECONOMY CLASS REQUIRES CIRCUITOUS ROUTING AND PROLONGED TRAVEL WOULD OFFSET TRANSPORTATION SAVINGS, OR IS NOT REASONABLY ADEQUATE FOR THE PHYSICAL OR MEDICAL NEEDS OF THE TRAVELER. THESE BENEFITS ARE CORPORATE-WIDE POLICIES AND NOT OFFERED EXCLUSIVELY TO EXECUTIVES. ONE OFFICER, ONE KEY EMPLOYEE, & ONE HIGHEST-PAID EMPLOYEE RECEIVED NON-TAXABLE FIRST CLASS TRAVEL BENEFITS. |
| SCHEDULE J, PART I, LINE 7: | ALL BONUSES HAVE A WRITTEN JUSTIFICATION. BONUSES ARE APPROVED BY VICE PRESIDENTS FOR THEIR STAFFS AND APPROVED BY THE NEXT LEVEL EXECUTIVE (PRESIDENTS OR COO OR CFO) MAKING SURE THAT THE BONUSES ARE EQUITABLE AND REASONABLE AND WITHIN THE ALLOTTED POOL OF MONEY. EACH EXECUTIVE'S COMPLETE SET OF DATA IS THEN PRESENTED TO THE CEO FOR APPROVAL. THE CEO DESIGNATES BONUSES FOR VPS AND ABOVE. THE PEOPLE AND COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE CEO'S DIRECT REPORTS AND APPROVES THEM AS WELL AS DESIGNATING ANY BONUS FOR THE CEO. THE BONUS PAYMENTS WERE BASED ON: 1) SUPERIOR PERFORMANCE: IN RECOGNITION OF VARIOUS FORMS OF PERFORMANCE ABOVE AND BEYOND EXPECTATIONS. EXAMPLES OF SUCH ACTIONS ARE: PERFORMING WORK THAT HAS A SIGNIFICANT IMPACT ON A CLIENT'S DECISION OR GOVERNMENT PERFORMANCE; TURNING A BAD CLIENT RELATIONSHIP INTO A GOOD ONE THROUGH UNUSUAL EFFORTS; MAKING A SIGNIFICANT PERSONAL SACRIFICE TO SUPPORT CNA OBJECTIVES; MAKING CNA SIGNIFICANTLY MORE EFFICIENT THROUGH UNUSUALLY CREATIVE MANAGERIAL OR ADMINISTRATIVE ACTIONS; ACHIEVING ANALYTICAL EXCELLENCE OF AN OUT-OF-THE-ORDINARY MANNER. NORMALLY, SUSTAINED SUPERIOR PERFORMANCE IS NOT A CRITERION FOR THIS AWARD. 2) BUSINESS DEVELOPMENT: IN RECOGNITION OF UNCOMMON EFFORTS TO ATTRACT ABOVE-CEILING AND ABOVE-CORE BUSINESS. IN CERTAIN CASES, A PORTION OF A BONUS AWARD MAY BE EARNED EVEN IF THE EFFORT DOES NOT RESULT IN NEW BUSINESS. THE DEGREE OF DIFFICULTY INVOLVED IN PURSUING THE NEW BUSINESS AND THE DEGREE OF SUCCESS IN ACQUIRING NEW BUSINESS SHOULD BE CONSIDERED. DIRECTORSOFFICERS' LIABILITY INSURANCE PREMIUMS HAVE BEEN PAID BY THE ORGANIZATION. BENEFIT IS BEING REPORTED IN TOTAL AND IS NOT SHOWN IN THE ALLOCATION OF PART VII/ SCHEDULE J. THE CURRENT YEAR PREMIUM IS $14,723. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDSEL MCGRADY | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF OFFICER | RelationshipDescriptionTxt |
| Transaction | $236,824 | TransactionAmt |
| Transaction | EMPLOYMENT CONTRACT | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV: | FormAndLineReferenceDesc |
| Explanation | THERE IS A SPOUSAL RELATIONSHIP BETWEEN EDSEL MCGRADY AND OFFICER KATHERINE MCGRADY. IMMEDIATE RELATIVES OF EMPLOYEES ARE CONSIDERED FOR EMPLOYMENT ON THE SAME BASIS AS OTHER CANDIDATES. RELATIVES ARE NOT HIRED BASED ON FAVORITISM; EMPLOYEES ARE NOT ADVANCED BASED ON FAMILY RELATIONSHIPS; AND HIRING AND PROMOTION DECISIONS MUST NOT LEAD TO INEQUITIES OR LAXITY IN THE APPLICATION OF POLICIES AND PROCEDURES OR STANDARDS OF PERFORMANCE AND CONDUCT. FURTHER, RELATIVES ARE NOT ALLOWED TO BE IN THE SAME MANAGEMENT CHAIN OF COMMAND. CONCERNS REGARDING THE APPLICATION OF THIS POLICY SHOULD BE DIRECTED TO THE VICE PRESIDENT, HUMAN RESOURCES. SITUATIONS THAT RESULT FROM THE MARRIAGE OF CURRENT EMPLOYEES MAY NECESSITATE REVIEW OF THE EMPLOYEES' POSITIONS AND RE-ASSIGNMENTS TO COMPLY WITH THIS POLICY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4D: | THE CENTER FOR STRATEGIC STUDIES (CSS) CONDUCTS RESEARCH AND ANALYSES OF STRATEGIC, REGIONAL, AND POLICY ISSUES RELATED TO SECURITY AND POLITICAL-MILITARY MATTERS. MUCH OF THE CENTER'S WORK INFLUENCES U.S. STRATEGY AND FORCE ASSESSMENTS. THE CHINA STUDIES DIVISION (CHS) INCLUDES 20 ANALYSTS WHO HAVE LIVED, WORKED, OR STUDIED IN "GREATER CHINA". THE DIVISION ANALYZES CHINA'S EMERGING ROLE IN THE INTERNATIONAL ORDER, IMPORTANT ISSUES IN U.S. - CHINA RELATIONS, AND CRITICAL DEVELOPMENTS WITHIN CHINA ITSELF. ENTERPRISE SYSTEMS AND DATA ANALYSIS (ESDA) WITHIN CNA'S INSTITUTE FOR PUBLIC RESEARCH PROVIDES OUR CLIENTS WITH WIDE-RANGING TECHNICAL AND ANALYTICAL SUPPORT TO MEET THEIR GOALS. OUR WORK CONSIDERS THE WHOLE OF AN ORGANIZATION, NOT JUST A PORTION IN ISOLATION. WE ANALYZE THE ENTIRETY OF A CLIENT'S SYSTEMS THEIR PEOPLE, PROCESSES, DATA, AND TECHNOLOGY TO IDENTIFY A SOLUTION FOR IMPROVED OPERATIONS. WE ALWAYS BEGIN BY LOOKING AT OUR CLIENTS' DATA TO HELP THEM TO IDENTIFY THE ROOT CAUSE OF PROBLEMS AND TO FIND SOLUTIONS BASED ON THE DATA. CNA EDUCATION (EDU) HELPS POLICYMAKERS AND PRACTITIONERS TO IMPROVE THE QUALITY OF PUBLIC EDUCATION BY PROVIDING CRITICAL DECISION-MAKING SUPPORT. OUR APPROACH COMBINES THE SCIENTIFIC RIGOR OF A RESEARCH INSTITUTION WITH A FIRSTHAND UNDERSTANDING OF EDUCATION ISSUES AND THEIR REAL-WORLD IMPLICATIONS. WE ANALYZE AND SOLVE PROBLEMS WITH OBJECTIVE SCIENTIFIC METHODS, EVIDENCE-BASED ANALYSIS, ON-SCENE FIELD EXPERIENCE, AND ABSOLUTE DATA INTEGRITY. THROUGH THIS UNIQUE APPROACH, WE ASSIST A DIVERSE RANGE OF STAKEHOLDERS FROM STATE AND FEDERAL POLICYMAKERS TO HIGHER EDUCATION INSTITUTIONS TO SCHOOL DISTRICTS AND SCHOOLS. OUR TEAM'S EXTENSIVE EXPERIENCE WITH APPLIED ANALYSIS, RANDOMIZED TRIALS, PROGRAM EVALUATION, AND TECHNICAL ASSISTANCE ALLOWS US TO PROVIDE OUR CLIENTS WITH CLEAR, CREDIBLE ANALYSIS AND ACTIONABLE SOLUTIONS. SAFETY & SECURITY (SAS) PROVIDES ANALYSIS AND GUIDANCE TO SUPPORT EVOLVING STANDARDS AND PRACTICES AND GIVES RECOMMENDATIONS FOR IMPROVING DECISION-MAKING AT ALL LEVELS DURING CRISIS OPERATIONS. WE WORK WITH SENIOR DECISION-MAKERS IN FEDERAL, STATE, AND LOCAL AGENCIES AS WELL AS WITH MEMBERS OF THE HOMELAND SECURITY PROFESSIONAL COMMUNITY OF LAW ENFORCEMENT OFFICIALS, FIREFIGHTERS, PUBLIC HEALTH OFFICIALS, AND EMERGENCY MEDICAL PERSONNEL. WE CONSULT WITH EXPERTS AND OFFICIALS RESPONSIBLE FOR THE SECURITY ISSUES RELATED TO TRANSPORTATION AND TO NUCLEAR, CHEMICAL, AND BIOLOGICAL CONCERNS. AND WE WORK WITH SPECIALISTS IN THE AREAS OF INFRASTRUCTURE AND COMMUNICATIONS AT THE FEDERAL, REGIONAL, STATE, AND LOCAL LEVELS TO IMPROVE THE COORDINATION AND COOPERATION AMONG THESE DISPARATE DECISION-MAKERS. |
| PART VI, LINE 11B: | THE FORM 990 IS PREPARED BY CNA'S EXTERNAL TAX ADVISERS, REVIEWED BY CNA'S MANAGEMENT, AND PRESENTED TO THE AUDIT COMMITTEE. COPIES OF THE RETURN ARE PROVIDED TO ALL TRUSTEES. THE DRAFT VERSION IS THEN FINALIZED AFTER INCORPORATING FEEDBACK RECEIVED FROM THE AUDIT COMMITTEE. THE FINAL VERSION OF THE RETURN IS PROVIDED TO EACH VOTING BOARD MEMBER AND THEN FILED WITH THE IRS. |
| PART VI, LINE 12C: | THE CONFLICT OF INTEREST FORMS ARE FILED ANNUALLY BY OUR TRUSTEES AND KEY EXECUTIVES. BOARD MEMBERS AND KEY EXECUTIVES ARE PROVIDED INFORMATION ABOUT ORGANIZATIONS AND VENDORS WITH WHOM CNA IS CONDUCTING BUSINESS ON A QUARTERLY BASIS. THESE INDIVIDUALS USE THAT INFORMATION TO DETERMINE POSSIBLE CONFLICTS OF INTEREST THROUGHOUT THE YEAR. THIS INFORMATION IS REVIEWED BY OUR IN-HOUSE LEGAL COUNSEL TO DETERMINE IF ANY CONFLICTS OR RELATIONSHIPS REQUIRING DISCLOSURE OCCUR. IF A CONFLICT NEEDS TO BE DISCLOSED OR ADDRESSED, LEGAL COUNSEL DETERMINES THE APPROPRIATE COURSE OF ACTION. |
| PART VI, LINES 15A AND 15B: | CNA'S HUMAN RESOURCES DEPARTMENT USES COMPENSATION SURVEYS AND EXTERNAL DATA TO DETERMINE SALARIES OF ALL EMPLOYEES. THE CEO'S SALARY IS APPROVED BY THE CHAIRMAN OF THE COMPENSATION COMMITTEE. THE SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE APPROVED BY THE CEO. THE LAST COMPENSATION REVIEW BY A THIRD PARTY AND SALARY BENCHMARKING FOR EXECUTIVES WAS DONE IN AUGUST 2016. |
| PART VI, LINE 19: | CNA CORPORATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
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